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David Lee Email & Phone Number
투자는인생tv
at
INVEST 4 LIFE
1 work email found
@newasiapartners.com
LinkedIn matched
✓ Verified August 2026
4 data sources
Profile completeness 100%
Current company
Role
투자는인생tv
Location
San Francisco Bay Area, United States
Company size
Who is David Lee? Overview
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Quick answer
David Lee is listed as 투자는인생tv at INVEST 4 LIFE, a with 3 employees, based in San Francisco Bay Area, United States. AeroLeads shows a work email signal at newasiapartners.com and a matched LinkedIn profile for David Lee.
David Lee previously worked as Chief Investment Officer at Taylor Investment Advisory Group and Executive Vice President, Portfolio Manager at Taylor Investment Advisory Group. David Lee holds Continuing Studies, Business & Economics from Stanford University.
Company email context
Email format at INVEST 4 LIFE
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*@newasiapartners.com
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AeroLeads found 1 current-domain work email signal for David Lee. Compare company email patterns before reaching out.
Profile bio
About David Lee
• Asset Management/Investment/Portfolio Management/Global Financial Services • Global Wealth Management• Corporate Finance/Investment Banking• Private Equity Investment/Alternative InvestmentSpecialties: Investment, Fund Management, Hedge Fund, Derivatives, Financial Planning, Venture capital Investment, Private Equity Investment holding Series 7, Series 63 and 65
Listed skills include Investments, Private Equity, Venture Capital, Mergers And Acquisitions, and 29 others.
Current workplace
David Lee's current company
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9 roles
David Lee work experience
A career timeline built from the work history available for this profile.
Chief Investment Officer
Current
Taylor Investment Advisory Group
I am in charge of preserving a company's asset portfolios. And I am supervise a team of financial Advisors and clients Relations Managers and help develop both short and long-term investment plans, recommend investments and assign assets.
Jan 2021 - Present
Executive Vice President, Portfolio Manager
Current
Taylor Investment Advisory Group
Providing Investment Advisory Services for HNW and UHNW clients and Corporates Clients specializing in financial planning, goal based asset management and customization of various asset classes.
Jun 2017 - Present
Founder
Ai Based Portfolio Management Support System
Securities Forecast Support System using Artificial Intelligence
Dec 2016 - Oct 2019
Managing Director
Wealth Advisory Services for Strategic Wealth and Investment Management and Platform provided by LPL Financial and Investment
Jan 2016 - May 2017
Global Wealth Management Sr. Financial Advisor Portfolio Manager
Managing Alternative Investment Fund including Hedge Funds, Options, REITs, ARN-Accelerated Returns Notes and Step-upsManaging high net worth individual and corporationsProviding investment advisory services to investorsManaging funds for various high return investment products such as Alternative Investments-Hedge Funds,REITs, Options, Step Up Notes and ARNs Managing High Net Worth Accounts, Corporate Cash Accounts, Retirement Accounts, LMA, and Corporate Investment Accounts
Jul 2011 - Jan 2016
Private Wealth Manager
Dec 2009 - Jun 2011
Managing General Partner
Venture Source Group Llc
Private Equity Investment and management
Feb 2003 - Dec 2010
Managing General Partner
Venture Source Group Llc
Private Equity Investment and Advisory Company
Feb 2003 - Dec 2010
2 education records
David Lee education
Continuing Studies, Business & Economics
Stanford University
Mba, Finance
San Francisco State University
FAQ
Frequently asked questions about David Lee
Quick answers generated from the profile data available on this page.
What company does David Lee work for?
David Lee works for INVEST 4 LIFE.
What is David Lee's role at INVEST 4 LIFE?
David Lee is listed as 투자는인생tv at INVEST 4 LIFE.
What is David Lee's email address?
AeroLeads has found 1 work email signal at @newasiapartners.com for David Lee at INVEST 4 LIFE.
Where is David Lee based?
David Lee is based in San Francisco Bay Area, United States while working with INVEST 4 LIFE.
What companies has David Lee worked for?
David Lee has worked for Invest 4 Life, Taylor Investment Advisory Group, Ai Based Portfolio Management Support System, Lpl Financial, and Merrill Lynch.
How can I contact David Lee?
You can use AeroLeads to view verified contact signals for David Lee at INVEST 4 LIFE, including work email, phone, and LinkedIn data when available.
What schools did David Lee attend?
David Lee holds Continuing Studies, Business & Economics from Stanford University.
What skills is David Lee known for?
David Lee is listed with skills including Investments, Private Equity, Venture Capital, Mergers And Acquisitions, Business Development, Start Ups, Business Planning, and Analysis.
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